Apple Reportedly Tapping TSMC for 20-nm Quad-Core Chips with Late 2013 Production

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Oct 12, 2012.

  1. macrumors bot

    MacRumors

    Joined:
    Apr 12, 2001
    #1
    [​IMG]


    [​IMG]
    China Economic News Service reports on a research note from Citigroup analyst J.T. Hsu claiming that Apple is working with Taiwanese chip manufacturer TSMC as its sole supplier for future quad-core chips based on more efficient 20-nanometer processes. The timeline shared by Hsu suggests that the quad-core chips could make their way into products such as the iPad in 2014.
    TSMC is in the early stages of developing its 20-nanometer processes, but the company promises significant improvements with the technology.
    Apple currently uses Samsung as the manufacturer of its A-series chips for its iOS devices, testing out a 32-nanometer process with a revised A5 chip launched in the tweaked iPad 2 and the third-generation Apple TV earlier this year. Apple moved full-bore into the 32-nanometer process for the new A6 chip used in the iPhone 5.

    Apple had been rumored several times over the past 18 months to be switching its ARM-based chip production to TSMC, but the company has so far stuck with Samsung. A late August report indicated that Apple and Qualcomm had each attempted to purchase exclusive access to TSMC's chip production, but TSMC ultimately rejected both bids. TSMC has, however, indicated that it remains open to dedicating individual factories to single customers, and it appears that Apple may be interested in pursuing that route in order to take advantage of TSMC's technical and manufacturing expertise.

    Article Link: Apple Reportedly Tapping TSMC for 20-nm Quad-Core Chips with Late 2013 Production
     
  2. macrumors regular

    Joined:
    Sep 4, 2009
  3. macrumors newbie

    BurchBoy

    Joined:
    Jul 4, 2008
    #3
    The better these chips get... The more powerful my apps get. This is always good news to me. I'm loving the A6
     
  4. macrumors 68040

    Bubba Satori

    Joined:
    Feb 15, 2008
    Location:
    B'ham
    #4
    Late 2013?
    Just in time for the 'new' Mac Pro.
    With 3 GB of memory and a two year old Nvidia 650GT. :rolleyes:
     
  5. macrumors 68020

    Joined:
    May 23, 2011
    #5
    To me this should put an end to the speculation on wether a revised iPad 3 is going to be released this year: Probably not. I think we will see a revised iPad 3, in March of 2013, with this new 20nm chip, along with the iPad 4th. I don't think they will use Lightning connector, just like they didn't revise the iPhone 4S's connector.
     
  6. macrumors 68030

    basesloaded190

    Joined:
    Oct 16, 2007
    Location:
    Wisconsin
    #6
    Did you read the part of the article where it said that production of these chips wasn't going to begin until 3Q 2013?
     
  7. macrumors 6502a

    gto55

    Joined:
    Mar 14, 2010
    Location:
    Tel Aviv
  8. macrumors regular

    Joined:
    Jul 23, 2008
    #8
    Jumping on a state of the art TSMC node has always worked out well. Their 40 and 28 nodes have had massive production issues long after they were implemented.
     
  9. macrumors regular

    chatfan

    Joined:
    Nov 2, 2006
    Location:
    in mah cribb yo
    #9
    Samsung Patented that idea.
     
  10. Rocketman, Oct 12, 2012
    Last edited: Oct 15, 2012

    macrumors 603

    Rocketman

    #10
    I believe this focus on a non-Samsung supplier is not about shifting commerce so much as shifting access to IP. Apple is increasingly doing custom mods to its chips that provide a competitive advantage, and the longer it takes for Samsung to get one and put it under a few electron microscopes, the longer it will take the clonemaster to clone it.

    It is notable just how much of a difference 20nm makes over the prior generation in the one area Apple cares about most. Density. 1.9x as good!

    Of course Apple will not focus on speed or power usage so much as thinness and volume. Speed always comes in third in that mix.

    SIM-less and Voice-less can't be far away. VoIP only voice here we come.

    Rocketman

    cite:
    http://www.macrumors.com/2012/10/15/apple-and-samsung-moving-into-hate-hate-relationship/

    "Apple is still relying on the Korean firm to manufacture its chips but has made it clear it will no longer use its rival's technology, according to a senior Samsung official. "
     
  11. macrumors 65816

    Joined:
    Jul 23, 2012
    #11
    because they don't have enough cash to.
     
  12. macrumors 6502a

    ConCat

    Joined:
    Jul 27, 2012
    Location:
    In an ethereal plane of existence.
    #12
    Perhaps they don't want to be bought?

    TSMC is a very successful business at this point. There's more profit in success than there is in selling out, generally.
     
  13. macrumors 68020

    Joined:
    May 23, 2011
    #13
    Opps, misread as 3Q 2012... my bad
     
  14. macrumors 68020

    Joined:
    Mar 31, 2010
    #14
    It's not often that you get the opportunity to leave one company for their competitor and not only do they lose your payments as their single biggest customer, they have to actually pay YOU $1 Billion as you take your business elsewhere.

    Ouch! :eek:
     
  15. macrumors 68030

    basesloaded190

    Joined:
    Oct 16, 2007
    Location:
    Wisconsin
    #15
    They do, but it still doesn't make it a wise purchase
     
  16. macrumors 68020

    Joined:
    Dec 18, 2009
    #16
    Something doesn't quite sound right though. If anything Apple will try to add more suppliers not reducing them. Relying on a single company that's well known to have its share of production problems just doesn't sound like Tim Cook-era Apple.
     
  17. M-O
    macrumors 6502a

    M-O

    Joined:
    Mar 15, 2011
    #17
    this will hurt more than the billion dollar patent ruling.
     
  18. macrumors 65816

    Joined:
    Jul 23, 2012
    #18
    Apple has an estimated $117B in cash reserves...hardly enough to purchase TSMC.
     
  19. macrumors 68030

    basesloaded190

    Joined:
    Oct 16, 2007
    Location:
    Wisconsin
    #19
    TSM only has a market cap of $78B
     
  20. macrumors 68020

    Joined:
    Dec 18, 2009
    #20
    TSMC's market cap is under $80B. (Financial info)

    edit: I should've known Dwight's wanted face would beat me!
     
  21. macrumors G5

    jav6454

    Joined:
    Nov 14, 2007
    Location:
    1 Geostationary Tower Plaza
    #21
    No. Big no-no.

    You don't use market cap as a measure of "price tagging" companies.
     
  22. macrumors 65816

    Joined:
    Jul 23, 2012
    #22
    you're forgetting about the acquisition premium.
     
  23. macrumors 68030

    basesloaded190

    Joined:
    Oct 16, 2007
    Location:
    Wisconsin
    #23
    I realize that, I appraise companies for a living and know that there is so much more than just stock to consider when a purchase is made. I'm not saying Apple should do this, but I'm saying that they could.
     
  24. macrumors 68020

    theBB

    Joined:
    Jan 3, 2006
    #24
    Market cap is the price of a company, with some extra for acquisition premium, but yes, market cap is the reference point.
     
  25. macrumors G5

    jav6454

    Joined:
    Nov 14, 2007
    Location:
    1 Geostationary Tower Plaza
    #25
    Still no. What would Apple do in the chip business? Intel is already wary of Apple as is, doubt they'll play nice knowing Apple will be their competitor.

    Apple needs only a chip supplier, not a chip making business. Although I loathe at time TMSC due to their 40nm snafu with nVidia and AMD (ATI at time).

    ----------

    Reference tag =! Price tag. That is all.
     

Share This Page